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Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium

Benzinga ·  Oct 1 23:22

In the future, unless there are customized requirements, Nvidia will only offer the single-rack version of GB200 NVL72 (hereafter NVL72), discontinuing the dual-rack version (NVL36*2). The single-rack GB200 NVL36 (hereafter NVL36) will maintain its original development and shipment plans

  1. This development does not affect the long-term positive trends for AI and Nvidia. However, in the short term, some market participants may question Nvidia's and the supply chain's execution capabilities.
  2. Nvidia's recent frequent changes to AI server product roadmaps reflect, in my opinion, their attempt to achieve a better balance between supply chain execution, competitive advantage, and customer demand under limited...
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